DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Natixis Advisors, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Bradley Holt GreeneManulife Investment Management (US) LLC otherNatixis Advisors, LLC otherOtherJul 24, 2012Nov 5, 2010
Daniel Eisaku ItanoLPL Financial LLC otherNatixis Advisors, LLC otherOtherJul 11, 2012Feb 4, 2013 (208 d)
Jeffrey BonafeMorgan Stanley wirehouseNatixis Advisors, LLC otherOtherFeb 27, 2012May 10, 2012 (73 d)
Andrew S GibsonStifel, Nicolaus & Company, Incorporated national BDNatixis Advisors, LLC otherOtherJan 10, 2012May 15, 2012 (126 d)
Gregory V KanarianDeutsche Bank Securities Inc. otherNatixis Advisors, LLC otherOtherNov 28, 2011Dec 2, 2011
Harold Thomas WhalenEaton Vance Management otherNatixis Advisors, LLC otherOtherApr 4, 2011Apr 25, 2011
John Patrick GavinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNatixis Advisors, LLC otherOtherNov 2, 2010Jan 24, 2011 (83 d)
Brent Landon CharriereLord, Abbett & Co. LLC otherNatixis Advisors, LLC otherOtherJul 15, 2010Jul 19, 2010
Ian StephensMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNatixis Advisors, LLC otherOtherMar 19, 2010Feb 14, 2011 (332 d)
Mark David HollickColumbia Management Investment Advisers, LLC otherNatixis Advisors, LLC otherOtherJan 12, 2010Jan 15, 2010
Keith Allen O'KeefeMsi Financial Services, Inc. otherNatixis Advisors, LLC otherOtherOct 20, 2009Oct 21, 2009
Andrew Leo HumberdStrategic Advisers LLC national BDNatixis Advisors, LLC otherOtherSep 17, 2009Sep 18, 2009
Lori Panuccio HubbardBofa Advisors, LLC otherNatixis Advisors, LLC otherOtherJul 10, 2009Jul 1, 2009
Michael W SchmidBlackrock Financial Management, Inc otherNatixis Advisors, LLC otherOtherJun 25, 2009Apr 24, 2009
John Robert JanasiewiczGlobalis Investments, LLC unclassifiedNatixis Advisors, LLC BD affiliatedOtherMay 13, 2009May 7, 2018 (3281 d)
George Joseph ManningAlliancebernstein L.P. otherNatixis Advisors, LLC otherOtherMar 30, 2009Mar 26, 2010 (361 d)
Mark Andrew ShankLoomis, Sayles & Company, L.P. otherNatixis Advisors, LLC otherOtherOct 2, 2008Apr 3, 2006
Karen Lynn McclintockLoomis, Sayles & Company, L.P. otherNatixis Advisors, LLC otherOtherOct 2, 2008Apr 12, 2006
James Joseph DolanAtlas Private Wealth Management, LLC otherNatixis Advisors, LLC otherOtherMar 20, 2008Aug 29, 2008 (162 d)
Scott Edward BeckmanPutnam Investment Management, LLC otherNatixis Advisors, LLC otherOtherNov 26, 2007Dec 3, 2007
Jeffrey Charlton CloughMfs Institutional Advisors Inc. otherNatixis Advisors, LLC otherOtherSep 18, 2007Oct 18, 2007
David KemmererBofa Advisors, LLC otherNatixis Advisors, LLC otherOtherSep 5, 2007Oct 18, 2007 (43 d)
Eric Jacobs FosterMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNatixis Advisors, LLC otherOtherAug 9, 2006Sep 5, 2006
Anthony M StrittholtMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNatixis Advisors, LLC otherOtherJan 3, 2006Jun 22, 2010 (1631 d)
James Corey HockUBS Financial Services Inc. wirehouseNatixis Advisors, LLC otherOtherJul 29, 2005Jul 29, 2005
Peter KlosUBS Financial Services Inc. wirehouseNatixis Advisors, LLC otherOtherDec 17, 2004Jan 4, 2005
Matthew Stephen GarzonePutnam Investment Management, LLC otherNatixis Advisors, LLC otherOtherDec 13, 2004Dec 1, 2004
Daniel John MccarthyPutnam Investment Management, LLC otherNatixis Advisors, LLC otherOtherMar 15, 2004Mar 2, 2003
Alaina J GiampapaRBC Capital Markets, LLC national BDNatixis Advisors, LLC otherOtherAug 1, 2003Nov 26, 2004 (483 d)
Joseph William LangellaJurika & Voyles LP unclassifiedNatixis Advisors, LLC otherOtherMay 6, 2003May 14, 2002
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90 moves match.